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DealerTeam

How to Add Users to a Location for Lightning

Goal

 

Prerequisite: 

This tutorial requires orgs to have created locations. To learn how to add a location click here.  

 

After reading this article you will be able to

  • Navigate to Location
  • Add a User to a Location as a System Administrator
  • Change a Location as a User

 

Attention Users!
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Lightning.

 

Step One: Navigate to Dealer Location Users

Click the All tabs +  icon 

1. Click App Launcher 

Add User to a Location for Lightning, click app launcher.png

 

2. Enter Locations in the Search bar

3. Click Locations

Add User to a Location for Lightning, Click Locations.png

 

4. Select a Location

 

Add User to a Location for Lightning.png

Second Step - Adding the User

1. Click Location Users tab

2. Click the New button 

 

Add User to a Location for Lightning, Click Location Users then New.png

 

3.Click the look-up icon to search for available Users to assign to the location

4. Click the desired user Name

5. Click Save

Add User to a Location for Lightning, select user then click save.png

 

What's Next

This is what was achieved and what was omitted in this how-to.